Week of 4-19-2008

Timing Model = 3.5
100% long, 0% cash

Global allocation of long positions
MSCI EAFE Index 30%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 40%

Top U.S. Sectors
U.S. Oil Equipment, Services & Distribution 5.0
U.S. Oil & Gas 5.0
U.S. Biotechnology 4.5
U.S. Basic Materials 4.0
Precious Metals 3.5

Top Intl. ETFs
S&P Latin America 40 Index Fund 3
MSCI Brazil Index Fund 3
MSCI Taiwan Index Fund 2
MSCI Mexico Index Fund 1
MSCI Canada Index Fund 1
MSCI Emerging Markets Index Fund 1
FTSE/Xinhua China 25 Index Fund 1

Strategy 3
Money Market 14.3%
Agriculture 14.3%
Precious Metals 14.3%
U.S. Long Bonds 14.3%
Industrial Materials 14.3%
Energy 14.3%
Emerging Markets 14.3%
EAFE 0.0%
U.S. Large Cap 0.0%
U.S. Small Cap 0.0%
U.S. REITs 0.0%
Intl Real Estate 0.0%